Constellation Energy is a key supplier of nuclear power. It meets surging electricity demand from data centers and the artificial intelligence industry.
The company is one of the largest nuclear operators in the United States. Large technology companies seek its reliable, carbon-free baseload generation.
Constellation's nuclear fleet reported strong operational performance. This occurred in the second quarter of 2026.
Earlier in August, the company raised its full-year earnings guidance. It signed long-term power purchase agreements for 920 megawatts of its nuclear generation. These agreements connect it to the high-growth AI and data center theme.